Investors get their first look at Technology sector earnings reports this week, with Netflix, IBM, Ebay and Qualcomm reporting by the end of the week. This last week, the SP 500 traded below it’s 50-day moving average for the first … Continued

Readers know that as a huge fan of Bespoke Research, I like to copy and paste some of their work to this blog as a source of reader enlightenment (hopefully). Yesterday’s Bespoke Key ETF performance recap (dated November 30, 2015), … Continued

Per Thomson Reuters, the “forward 4-quarter” estimate for the SP 500 this past week was $127.07, exactly the same as past week. The p.e on the forward estimate remained at 15.5(x), given the flat SP 500, which closed this week … Continued

Last weekend, in our Weekly Earnings Update, we mentioned the increase in the SP 500’s earnings growth for the last week, and how actual SP 500 year-over-year earnings growth had jumped from +1.7% to +3.3%. What surprised us was the … Continued

What we bought last week: we added to the Inverse Treasury TBF, and also added to Micron Technology (MU) in small quantities on Friday, added to Whole Foods (WFM) near long-term support at $50, added to Twitter in small quantities, … Continued

Before trading has opened today on February 27th, the SP 500 is slated to be up sharply from the 1,782 close on Jan 31, today’s pre-market trade of 1,838. That leaves us with a 3% gain in February and a slight … Continued

Home Depot reports Tuesday morning, Feb 25th. At 15(x) cash flow, we aren’t adding to the stock. Here is my 15 minutes of fame on CNBC’s Big Data download about a year ago. In hindsight it was a very good … Continued

Per ThomsonReuter’s “This Week in Earnings”, the forward 4-quarter EPS estimate for the SP 500 estimate fell $0.52 last week to $119.80, from the prior week’s $120.32. The p.e ratio on the forward estimate ended the week at 14.88. The … Continued

In brief, it was a good year for client accounts in 2013, both in terms of relative and absolute returns. While the regulators have always been sensitive to performance “advertising”, and writing such can attract the wrong attention, the fact is we … Continued